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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1301
Cary Street Partners Investment Advisory
Virginia
– -$276K -4,901 Closed
HAG
1302
HighPoint Advisor Group
Illinois
– -$272K -4,848 Closed
BWP
1303
Bernardo Wealth Planning
Pennsylvania
– -$272K -4,843 Closed
MCWS
1304
McKinley Carter Wealth Services
West Virginia
– -$273K -4,843 Closed
XF
1305
XML Financial
Maryland
– -$273K -4,839 Closed
JLBC
1306
J.L. Bainbridge & Co
Florida
– -$272K -4,836 Closed
FNBT
1307
FineMark National Bank & Trust
Florida
– -$272K -4,829 Closed
GAG
1308
GM Advisory Group
New York
– -$269K -4,785 Closed
LSPW
1309
Lake Street Private Wealth
Illinois
– -$268K -4,757 Closed
MFP
1310
Meridian Financial Partners
Virginia
– -$263K -4,737 Closed
KCM
1311
Kathmere Capital Management
Pennsylvania
– -$266K -4,727 Closed
EM
1312
Excalibur Management
Massachusetts
– -$266K -4,717 Closed
FWCM
1313
First Western Capital Management
California
– -$263K -4,678 Closed
RIM
1314
Reliant Investment Management
Tennessee
– -$263K -4,669 Closed
IWS
1315
Insight Wealth Strategies
California
– -$263K -4,665 Closed
RPA
1316
Rock Point Advisors
Vermont
– -$259K -4,600 Closed
AC
1317
Abbrea Capital
California
– -$257K -4,566 Closed
PL
1318
Perpetual Ltd
Australia
– -$254K -4,518 Closed
FAIM
1319
Financial Advocates Investment Management
Washington
– -$254K -4,512 Closed
HFRG
1320
Houlihan Financial Resource Group
Virginia
– -$253K -4,500 Closed
CHA
1321
Cooper/Haims Advisors
New York
– -$253K -4,493 Closed
ERIM
1322
Eagle Ridge Investment Management
Connecticut
– -$252K -4,483 Closed
MCM
1323
MAI Capital Management
Ohio
– -$252K -4,475 Closed
CIP
1324
Convergence Investment Partners
Florida
– -$246K -4,363 Closed
NPF
1325
Norris Perne & French
Michigan
– -$245K -4,358 Closed
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